Company Description Company Description PSA Financial Services Ltd is a specialist financial advisory firm focused on investment and pension portfolio management, ranging from ISAs to group money purchase pension schemes. The company provides guidance on long-term care funding, estate preservation, and tax planning, with risk-rated portfolios designed to reduce client anxiety and support informed decision-making. PSA Financial Services Ltd is committed to delivering tailored, responsible advice that aligns with clients' financial goals and life plans. Purpose of the Role To manage the day-to-day financial administration of the business, including purchase ledger, sales ledger, payroll and banking activities, whilst producing accurate management information to support business decision-making. Key Responsibilities Bookkeeping & Financial Processing

  • Maintain accurate accounting records.
  • Process purchase invoices, expenses and supplier payments.
  • Raise sales invoices and monitor debtor balances.
  • Reconcile bank accounts and control accounts.
  • Manage company credit card and expense processes. Payroll & Benefits
  • Process monthly payroll.
  • Administer pension contributions and employee benefit deductions.
  • Ensure payroll is processed in a timely manner and records are maintained accurately. Management Reporting
  • Produce monthly management reports.
  • Assist in preparation of management accounts.
  • Monitor income, expenditure and cash flow.
  • Prepare reports analysing revenue, costs and business performance.
  • Provide ad hoc financial information to Directors. Financial Administration
  • Support annual audit and year-end processes.
  • Assist with budgeting activities.
  • Maintain fixed asset and financial records.
  • Ensure appropriate financial controls are followed. Compliance
  • Support VAT returns and statutory reporting requirements.
  • Maintain compliance with internal financial procedures.
  • Ensure confidentiality and accuracy of financial information. Essential Criteria Qualifications
  • AAT qualified, part-qualified ACCA/CIMA, or equivalent experience. Experience
  • Experience in bookkeeping and financial administration.
  • Payroll processing experience.
  • Experience using accounting software.
  • Experience preparing management reports.
  • Bank reconciliation and ledger management experience. Knowledge & Skills
  • Strong Excel skills.
  • Good numerical and analytical skills.
  • High level of accuracy and attention to detail.
  • Ability to manage competing priorities.
  • Strong organisational skills. Desirable Criteria Qualifications
  • Part-qualified or qualified ACCA/CIMA.
  • Payroll qualification. Experience
  • Experience in an SME environment.
  • Experience of preparing management accounts.
  • Experience with budgeting and forecasting.
  • Knowledge of financial services or professional services sectors. Knowledge & Skills
  • Experience with payroll systems.
  • Knowledge of VAT and regulatory reporting.
  • Experience of business reporting and KPI analysis. We offer a competitive salary plus:
  • 33 days annual leave including Bank Holidays (increasing by 1 day at 5 and 10 years & service)
  • 10% non-contributory pension 
  • Optional personal pension contributions via salary sacrifice
  • Life assurance (4 x salary)
  • Performance Related Bonus Scheme
  • Up to 2 days per week working from home (after successful probation)
  • Professional development opportunities
  • EAP via Aviva Smart Health
  • Work anniversary scheme
  • Free on-site parking
  • Free fresh fruit and cereal
  • Modern, well-equipped office and kitchen with seating areas inside and out
  • Small on-site gym

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